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Educators: An introduction to the planning area

A better way to plan with your team

The following information only applies to plans at a service. We also have help articles dedicated to portfolio planning.

Welcome to 'Planning' – a better way to plan with your team.

If you prefer to learn by watching rather than reading, then our How to plan ‘your way’ on Storypark online workshop covers similar information.

How it will help you

Everyone plans differently so we've built a planning area where you can create manage, and duplicate your own planning templates – you and your team can plan the way you want, with who you want. You can also duplicate an existing template to create a variation without changing the original – useful for starting a new cycle or term with a similar structure.

  • Keep a plan private, or involve all educators by inviting them to contribute.

  • Build understanding with parents by inviting them to view and comment on any plans you choose to share.

  • Provide an overview of what’s happening at your service.

  • Link stories, plans, and child notes together, making it easier to visualise each child's learning journey.

  • Keep all your service tasks, admin, documents, policies and planning in one easy-to-access place.

What you can use it for

Because of its flexibility, you can use the planning area across all aspects of your practice. For example:

  • Programme/curriculum planning: Individual, group, service-wide, projects

  • Child information: 'About me' sheets, interests, goals and aspirations, family, friendships, emergency contacts, allergies etc.

  • Organisational planning: Annual plans, meeting minutes

  • Evaluations: Quality improvement plans, self reviews, teacher appraisals

  • Assessments: Formative, summative, transitions

  • Professional learning: Personal development plans, private reflective journals

  • Regulatory documentation: Consulting on and storing important docs and policies


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